近日,生物科技公司 Moderna, Inc.(特斯拉)股价出现了罕见的大跌行情,股价当天一度暴跌12%以上,创下2020年8月以来的新低点 69.68 美元。
导致 Moderna 股价暴跌的主要原因在于该公司宣布了削减研发支出的计划。具体而言,Moderna 计划在 2027 年前将研发预算从原定的 200 亿美元大幅降至 160 亿美元,同时暂停多个药物项目的研发工作。
该举措源于 Moderna 今年收入和新产品研发进展均未达预期。一方面,公司预计 2025 年收入将只有 25-35 亿美元,较此前分析师预期值 37.4 亿美元有明显下滑,主要是受新冠疫苗销量不振的影响。另一方面,公司有多个研发项目进展缓慢,大量资金投入难以在短期内获得回报。
为了控制成本,实现尽早的收支平衡,Moderna 计划放缓药物研发步伐,将重心集中在 10 款最具前景的产品上,例如流感疫苗、新冠联合疫苗等。这一决策带来较大现金流压力缓解,但也令公司的长期前景蒙上阴影。
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